Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | PRBLX Insights | PRBLX Score | PRBLX Performance | PRBLX News | PRBLX Allocation | PRBLX Holdings Change

Parnassus Core Equity Investor (PRBLX) Fund Ranking and Research

Ranking, Research and Recommendation of Parnassus Core Equity Investor (PRBLX) Fund

    Last Trade: $40.69 on 3/22/2017, Change: +0.07 (0.17%)

 

Graph of Parnassus Core Equity Investor Fund (PRBLX) ManagerFund Manager - Todd C. Ahlsten

Fund Manager Information

Fund Manager Tenure: 15.9 years
Similar Funds: PRILX 
Fund Family: Parnassus
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Honorable Mentioning: US News (2011),
Todd Ahlsten is the Chief Investment Officer and Portfolio Manager of the Parnassus Equity Income Fund. He joined Parnassus Investments in 1995 as a Research Analyst and was previously a Parnassus research intern. In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Equity Income Fund in 2001. He became Chief Investment Officer in 2008. Mr. Ahlsten received his bachelor's degree in business administration from the University of California, Berkeley with an emphasis in finance and accounting.  Get more insights on Todd C. Ahlsten

 

Graph of Parnassus Core Equity Investor Fund (PRBLX) ProfileParnassus Core Equity Investor Fund (PRBLX) Profile

Fund Profile and Description

Parnassus Core Equity Investor Fund seeks current income and capital appreciation. Parnassus Core Equity Investor Fund invests primarily in a diversified portfolio of equity securities which include common and preferred stock as well as convertible bonds. It invests at least 75% of total assets in equity securities that pay interest or dividends, and the remaining 25% in non-dividend-paying equity securities, fixed-income securities and money-market instruments.

 

Parnassus Core Equity Investor (PRBLX) Fund Strength What we like about Parnassus Core Equity Investor (PRBLX) Fund

Data for Parnassus Core Equity Investor Fund (PRBLX) as of May 30, 2016

  • Parnassus Core Equity Investor Fund (PRBLX) management has been with Parnassus Core Equity Investor Fund for 15.9 years
  • Parnassus Core Equity Investor Fund (PRBLX) has good short-term performance (1-year return 2.96% vs -1.15% Large Blend category median performance)
  • Parnassus Core Equity Investor Fund (PRBLX) has good mid-term performance (3-year return 10.95% vs 9.43% Large Blend category median performance)
  • Parnassus Core Equity Investor Fund (PRBLX) has good Long-term performance (5-year return 11.90% vs 10.15% Large Blend category median performance)
  • Parnassus Core Equity Investor Fund (PRBLX) ratio of up-years vs down years is greater than 2
  • Parnassus Core Equity Investor Fund (PRBLX) has a Morningstar rating of 4 and above
  • Asset base in Parnassus Core Equity Investor Fund (PRBLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Parnassus Core Equity Investor Fund (PRBLX) has an annual stock turnover rate of 26.90% vs Large Blend average of 53.12%. It is good that Parnassus Core Equity Investor management does not trade extensively for its return.
  • Parnassus Core Equity Investor Fund (PRBLX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.58, lower than category average of 11.67
  • Parnassus Core Equity Investor Fund (PRBLX) has a lower expense ratio than its Large Blend average: 0.88% vs 1.02%
  • Parnassus Core Equity Investor Fund (PRBLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Parnassus Core Equity Investor Fund (PRBLX) Weakness What we are cautious about Parnassus Core Equity Investor (PRBLX) Fund

Data for Parnassus Core Equity Investor Fund (PRBLX) as of May 30, 2016

See Parnassus Core Equity Investor Fund (PRBLX) performance details as of May 30, 2016

 

What do you think?

 

Compare Parnassus Core Equity Investor Fund (PRBLX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Parnassus Core Equity Investor3.752.9610.9511.90
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Parnassus Core Equity Investor Fund (PRBLX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Parnassus Core Equity Investor Fund (PRBLX) Net Asset TrackingParnassus Core Equity Investor (PRBLX) Fund Net Asset

Track net asset change of Parnassus Core Equity Investor fund (PRBLX)

DateNet Asset
05/2016$12.92B
03/2016$12.56B
02/2016$11.74B
More historic net asset information on Parnassus Core Equity Investor Fund (PRBLX)

  

Graph of Parnassus Core Equity Investor Fund (PRBLX) Portfolio TrackingParnassus Core Equity Investor (PRBLX) Fund Portfolio Allocation

Track portfolio allocation change of Parnassus Core Equity Investor fund (PRBLX)

DateCashStockBondOther
04/20165.08%94.92%0%0%
03/20164.94%95.06%0%0%
01/20161.5%98.5%0%0%
Click here to see more historic asset allocation information on Parnassus Core Equity Investor Fund (PRBLX)

 

graph of Parnassus Core Equity Investor Fund (PRBLX) Top 10 Position TrackingTop 10 Holdings in Parnassus Core Equity Investor (PRBLX) Fund

Discover what Parnassus Core Equity Investor Fund (PRBLX) manager is buying

Apr 29, 2016
Danaher Corporation Common Stoc [4.7%]
Mondelez International, Inc. [3.66%]
Xylem Inc. Common Stock New [3.31%]
Praxair, Inc. Common Stock [3.22%]
Charles Schwab Corporation (The [3.21%]
United Parcel Service, Inc. Com [3.18%]
Gilead Sciences, Inc. [3.16%]
Iron Mountain Incorporated (Del [3.06%]
Intel Corporation [3.01%]
Pentair plc. Ordinary Share [3.01%]

Mar 30, 2016
Danaher Corporation Common Stoc [4.59%]
Mondelez International, Inc. [3.4%]
Gilead Sciences, Inc. [3.27%]
Xylem Inc. Common Stock New [3.22%]
Intel Corporation [3.2%]
United Parcel Service, Inc. Com [3.18%]
Charles Schwab Corporation (The [3.15%]
Praxair, Inc. Common Stock [3.13%]
Motorola Solutions, Inc. Common [2.98%]
V.F. Corporation Common Stock [2.94%]

Jan 30, 2016
Danaher Corporation Common Stoc [4.63%]
Motorola Solutions, Inc. Common [4.14%]
Mondelez International, Inc. [4.04%]
Intel Corporation [3.39%]
Procter & Gamble Company (The) [3.22%]
V.F. Corporation Common Stock [3.14%]
Alphabet Inc. [3.13%]
Xylem Inc. Common Stock New [3.13%]
United Parcel Service, Inc. Com [3.11%]
Praxair, Inc. Common Stock [3.02%]
Click here for Stock Holding Change Map in Parnassus Core Equity Investor Fund (PRBLX)

  

Latest News on Parnassus Core Equity Investor (PRBLX) Fund

See what is happening with Parnassus Core Equity Investor Fund (PRBLX)

 

Parnassus Core Equity Investor Fund (PRBLX) Related ResourcesSee more information on Parnassus Core Equity Investor (PRBLX) Fund

Popular pages on Parnassus Core Equity Investor (PRBLX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update